Position in WTRG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$699,004
-$664,095 QoQ
Shares Held
18,246
-46.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#327
of 691 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WTRG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026AGP FRANKLIN, LLC holds $1,933,750 across 2 Utilities - Regulated Water names. WTRG ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
9,384 | $1,234,746 | |
| 2 | WTRG |
Essential Utilities, Inc.
This page
|
18,246 | $699,004 |
All Filings in WTRG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,004 | 18,246 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,363,099 | 33,849 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,487,869 | 38,787 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,550,394 | 38,857 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,430,261 | 38,510 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $529,464 | 13,394 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $440,162 | 12,119 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||